Third Party Distribution Resume Samples
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Third Party Distribution Resume Samples
The Guide To Resume Tailoring
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KM
K Murazik
Keshawn
Murazik
88558 Daniel Squares
Chicago
IL
+1 (555) 895 8119
88558 Daniel Squares
Chicago
IL
Phone
p
+1 (555) 895 8119
Experience
Experience
San Francisco, CA
Third Party Distribution
San Francisco, CA
Schoen LLC
San Francisco, CA
Third Party Distribution
- Manage the follow up initiatives post conference call/meeting, inclusive of goal setting; reporting and tracking progress along the way
- Manage/coordinate responses to clients’ requests for information and periodic communications
- Lead efforts with GS internal sales desk to deepen their knowledge of focus firm opportunities, best ideas based upon firm specific investment themes, provide training on platform/programs
- Manage and respond to GS and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence lift analysis, etc.), manages internal client relationship management system
- Assist external sales team with scheduling, preparation and follow up on client and prospect meetings
- Provides administrative support in a complex team environment
- Apply best practices from Focus Firm clients to develop strategy around “emerging clients” inclusive of organizational overview, key personnel to prospect, business opportunity review, sales initiatives/planning and goal setting. In addition, work with Director of Platform Development to uncover opportunities within research and product management
Dallas, TX
IMD, Gsam, Third Party Distribution
Dallas, TX
Walsh, Boehm and Jones
Dallas, TX
IMD, Gsam, Third Party Distribution
- Provide administrative support in a complex team environment to a team of relationship managers and their management
- In this capacity, the candidate will work in close coordination with the relevant portfolio management teams, other members of the Product Strategy Group, TPD sales & marketing groups to develop & deliver relevant, highly impactful portfolio insights and product positioning ideas
- Assist in conducting training/coaching programs for select GSAM intermediary clients designed to help them be better practitioners e.g., grow their business, better serve clients
- Working with other team members, the candidate will be responsible for elevating the product proficiency / effectiveness of GSAM sales professionals through ongoing training, communication of relevant portfolio analytics and the development of sales ideas
- Work closely with TPD sales teams to facilitate product sales by providing a high level of technical expertise across the range of relevant products. This will include communication of investment process, portfolio positioning, points of competitive differentiation, and analysis of investment results
- Research and analyze market trends, competitor product offerings and other inputs relevant to the development of new products, pricing of existing offerings, and in support of product rationalization initiatives
- Consult and partner with other GSAM wholesalers who focus on insurance, bank and broker-dealer recordkeeping platforms to support and increase their retirement sales efforts
present
Detroit, MI
Third Party Distribution Dcio Regional Director
Detroit, MI
Schultz-O'Reilly
present
Detroit, MI
Third Party Distribution Dcio Regional Director
present
- Initiate a cohesive sales process including cold calls, campaigns, proposals and meetings involving scheduling and handling deadlines
- Deep knowledge of broker-sold (or intermediary-driven) retirement market including trading platforms, bundled providers and regulatory issues
- Collaborate with Investment and Marketing teams to enhance sales and strategy messaging
- Act in a retirement specialist role when necessary to capitalize on existing advisor relationships in wirehouse and independent channels
- Working knowledge of Microsoft Word, Excel and PowerPoint
- Keep senior management appraised of opportunities, relationship status and market trends
- Consult and partner with Consultant Relations, Direct Sales, and Relationship Management teams to support and increase their retirement sales efforts. Collaborate with these teams to achieve individual and team goals
Education
Education
Bachelor’s Degree in Integrity
Bachelor’s Degree in Integrity
Kean University
Bachelor’s Degree in Integrity
Skills
Skills
- Strong analytical skills and attention to detail
- Good understanding of investment funds
- Strong time management skills
- Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
- Ability to work in a fast paced environment that is extremely dynamic
- Ability to multitask
- Excellent verbal communication
- Ability to take initiative and be proactive
- Keen attention to detail
- Strong organisational and project management skills
4 Third Party Distribution resume templates
Read our complete resume writing guides
1
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Assist the Practice Management Director in the development of a suite of practice management development/training programs for financial advisors affiliated with Independent Advisors, banks/trusts, and broker-dealer firms
- Train GSAM sales professionals who will deliver this suite of practice management content
- Assist in conducting training/coaching programs for select GSAM intermediary clients designed to help them be better practitioners e.g., grow their business, better serve clients
- Create wealth management educational content for use by GSAM clients
- London based
- Strong presentation and interpersonal skills
- Implementation of practice management training/coaching for financial advisors
- Wealth management industry experience
- Bachelor's degree
- Experience as a financial advisor, or direct coaching experience with financial professionals in national broker-dealer and Independent Advisor sales channels
- CFP and/or CIMA designation (Or Euro / UK Equivalent)
- Effective communication skills with all levels
- Self-starter
- Organized, detail-oriented and meets deadlines
- Results oriented
- Team player
2
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Manage the Client Relationship Management (CRM) our team utilizes to track client meetings and activity
- Work closely on projects relating to the legal and compliance aspects of our business including (but not limited to) new funds setups, tracking of legal items, marketing, conference and events, and due diligence meetings
- Manage the Marketing Review Process
- Work closely with Key Accounts Admin on budgeting and planning
- Maintain and update the Key Accounts website
- Client Service for our key clients including client deliverables, RFPs, ad hoc requests, and special projects
- Sales tracking and analysis of campaigns
- Work closely with internal counterparts across the Third Party Distribution business on items stated above
- Bachelors degree and strong academic background
- 1+ years of full time experience
- Strong interest in sales and the financial markets
- Financial services industry and sales experience preferred
- Excellent verbal communication
- Ability to multitask
- Ability to work in a fast paced environment that is extremely dynamic
- Willingness to learn new businesses and take on new tasks
- Strong excel and power point skills
- Strong time management skills
- Series 7 and 63 registration preferred
3
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Assist external sales team with scheduling, preparation and follow up on client & prospect meetings
- Partner with external sales team to respond to day to day client queries on GSAM products and services
- Organize territory in a manner that allows efficient work and timely follow up for clients
- Demonstrate organized and effective phone skills on a consistent basis
- Partner with external sales team to create and strengthen sales activity
- Execute sales call campaigns through proactive contact and relationship building with clients
- Fluency in Italian & English is essential (written and oral proficiency)
- At least 12 months sales support experience from within the Financial service industry (ideally Asset Management)
- University degree or equivalent
- Advanced MS Office skills (Word, Excel, PowerPoint)
- Strong organisational, project management skills & attention to detail
- Excellent interpersonal skills, team player
- Excellent communication, presentation & analytical skills
- Good understanding of investment funds
- Motivated self-starter with strong work ethic
4
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Develop and manage a business plan for each Key Account. The plan will include specific objectives, metrics, action plans, expenses, sales goals and timelines
- Foster a strong individual and firm relationship with all critical business contacts to include, but not limited to -- Relationship Management, Advisory, Product Approval Group, Specialist Team Leadership, CIO’s and Strategists
- Direct and execute strategic priorities and projects that match the client objectives to include; regional and national business development efforts, conferences, thematic campaigns and productivity enhancers
- Directly lead the team of Relationship Manager and Analysts engaging on these Key Accounts
- Influence, direct and lead peer relationships i.e. Sales Management, Platform Sales, Marketing, Product Strategy, Legal, Transfer Agent to appropriately execute a coordinated strategy
- Responsibilities include meet with Key Account contacts to get additional funds approved including partnering effectively with the GSAM Director of Platform Sales
- Develop strong knowledge of the retail distribution market including legal and regulatory issues
- Develop strong knowledge of our products, our capabilities and our firm
- 5+ years of financial services experience, preferably additional work experience
- Current senior relationship management experience and relevant industry contacts
- Strong strategic relationship management skills
- Strong leadership and collaboration skills
- Excellent client facing skills
- Attention to detail with a sense of urgency a must
- Excellent written and verbal communication
- Ability to prioritize work and juggle multiple projects with minimal direction
5
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- 5+ years of financial services sales experience preferred
- Strong presentation skills
- Strong organizational skills
- Self-motivated
- Ability to maintain consistent travel schedule
- Ability to manage administrative aspects of job effectively (call reports, expense reports, etc.)
- 3 to 4 days of travel per week
- Series 7 and 63 required
- Existing relationships in the territory, with focused client base preferred
- Compliance-oriented
6
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Conduct proactive telephone sales presentations to top tier advisors highlighting the GSAM products and value proposition
- Partner with Regional Directors to drive sales and assets and build relationships with advisors through execution of a defined territory plan and sales process
- Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position Goldman Sachs products and services to meet those needs
- Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business
- Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships
- Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis
- Bachelors degree and strong academic background required
- Excellent verbal communication and presentation skills required
- Strong organization and time management skills required
- Strong interest in sales and the financial markets required
7
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Project management – oversight and driving of key strategic initiatives across the business, coordinating with constituents across the GLM
- Competitive analysis – assessment of trends and business implications / opportunities (flows, performance, fees) and delivery of relevant information to TPD through sales calls, voicemails or other internal communications
- Client Engagement materials – strategic design and involvement in creation of positioning pieces, pitch books, white papers
- Sales Training – products, market events, regulation
- Business & Product Strategy – top-down drivers of prioritization and focus
- Sales Team & Client Engagement – present to sales and clients on investment process, portfolio positioning, current events; offer insights and answer questions on market trends and themes
- Excellent communication and presentation skills
- Experience managing large projects and executing associated deliverables
- Deep understanding of short-term liquidity markets and range of investment solutions utilized by intermediaries and professional investors or proven aptitude for learning investment- and market-related information
- Demonstrated proficiency in articulating investment strategy, portfolio positioning and capital markets developments
- In-depth knowledge of GSAM products and capabilities or external investment managers
- Willingness to travel as required in support of product sales and client retention initiatives
- Strong interpersonal skills and ability to work effectively with others
- Strong work ethic and commercial perspective
- Series 7 and 63
- CFA, CFA candidate or prior asset management experience preferred
- MBA preferred
8
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Work closely with TPD sales teams to facilitate product sales by providing a high level of technical expertise across the range of relevant products. This will include communication of investment process, portfolio positioning, points of competitive differentiation, and analysis of investment results
- Working with other team members, the candidate will be responsible for elevating the product proficiency / effectiveness of GSAM sales professionals through ongoing training, communication of relevant portfolio analytics and the development of sales ideas
- In this capacity, the candidate will work in close coordination with the relevant portfolio management teams, other members of the Product Strategy Group, TPD sales & marketing groups to develop & deliver relevant, highly impactful portfolio insights and product positioning ideas
- Ongoing competitive analysis and development of product positioning strategies delivered participation in bi-weekly TPD sales calls and general inquiries from the various sales teams
- Demonstrated interest and aptitude for financial markets and securities
- Desire to pursue CFA preferred
- Strong Excel and PowerPoint skills
9
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Assist with all facets of product development support, including assisting with product development strategy, creation and dissemination of sales & positioning ideas, and providing analytical support for various internal & client deliverables
- Research and analyze market trends, competitor product offerings and other inputs relevant to the development of new products, pricing of existing offerings, and in support of product rationalization initiatives
- Development an acumen for capital markets, economics, and portfolio construction theory
- Leverage strong command of various systems and analytical tools (e.g., Morningstar, Bloomberg, Lipper, Strategic Insight’s Simfund) to create impactful reports and analytics to assist with the sales and client retention
- Work with senior team members to develop training modules and collateral to assist with educating GSAM sales personnel on new mutual fund products or thematic product positioning initiatives
- Field data requests from senior management, sales force, portfolio management teams, marketing and client firms
- Assist with preparations for board and client meetings, periodic sales meetings, quarterly product review calls and other key events
- Other ad hoc analyses and project work as requested
- Demonstrated proficiency in multi-tasking, problem solving, and management of deadlines
- Excellent work ethic and attention to detail
- Excellent communication skills
- Basic understanding and strong interest in financial markets
- Commercial perspective
- Knowledge of asset management and mutual funds business (preferred)
10
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- A minimum of 2 years successful sales experience
- General financial service industry experience
- Bachelors degree
- Series 6 or 7 Registration required
- Excellent interpersonal skills and ability to work efficiently with others
- Commercially oriented
- Excellent verbal communication and presentation skills
- Understanding of the defined contribution marketplace
- Project management skills
- MS Office (Word, Excel, PowerPoint)
- Series 63 or 66 license preferred
11
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Building, developing and maintaining relationships with third party distribution clients and prospects
- Managing new business development, with a specific responsibility for raising assets within the territory
- Representing GSAM across several product ranges including equity, fixed income & currency, quantitative and alternative investment strategies
- Representing GSAM within the industry and at GSAM and industry-organised events
- Fluency in Italian and English language (written and oral proficiency)
- Previous experience in asset management - ideally a minimum of 5 years in a sales role
- University degree or equivalent combined with financial service industry experience
- Familiarity with fundamental and quantitative investment strategies including global fixed income & currency, equity and alternative investment strategies
- Good understanding of investment funds and portfolio construction
- Strong commercial acumen and a proven sales track record
- Strong organisational skills and attention to detail
- Ability to maintain consistent travel schedule within territory
- Proficient in CRM applications, excel, power point and word
12
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Working with front line sales coverage to retain and expand existing relationships by delivering superior client service
- Acting as client’s main point of contact for a diverse set of functional areas, including portfolio management, trading, operations, legal, compliance and regulatory matters
- Managing client deliverables including all reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client
- Managing and responding to day to day client inquiries (e.g. requests for portfolio or general market information, contractual agreements, investment guidelines, operational queries, report delivery, firm and operational due diligence requests)
- Managing longer term projects related to changes in client mandates (e.g. contractual agreements, portfolio restructuring, custodian, prime broker or trading line changes) or applicable regulation (e.g. Dodd-Frank, EMIR, UCITS or AIFMD)
- Escalating any sensitive issues or requests (e.g. client organizational changes, compliance and operational issues) to the senior relationship contact and/or other relevant internal parties so that all parties are informed and a coordinated response is communicated to the client
- Attendance at client and/or prospect meetings, as required
- Working on special projects that build out the service model and infrastructure needed to create scale and efficiencies within the client relationship manager function
- Fluency (written and oral proficiency) in English required
- Fluency in Italian or French would be highly beneficial
- Previous experience in a client relationship management role required (sub-advisory or fund client experience beneficial but not essential)
- Good understanding of financial markets and investment funds or separately managed accounts
- A good understanding of portfolio construction, risk management or accounting principles would be beneficial
- Strong project management and organisational skills, detail orientation
- Motivated proactive self-starter with strong work ethic
- Strong commercial acumen
- Proficient in Microsoft Excel, Power Point and Word
- IMC and/or CFA qualifications beneficial but not essential
13
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- The generalist GSAM sales teams focused on intermediaries serving the retail, high-net-worth, and select segments of the institutional market such as corporate retirement plans
- The advisor clients served by those sales teams
- The home offices or headquarters of the advisor clients
- Demonstrate acumen for capital markets, economics, and portfolio construction theory
- Assist with all facets of the team’s consultative services, including assisting with development, creation, and dissemination of client-facing content, and providing analytical support for various internal and client deliverables
- Deliver content via client meetings and calls, large client conferences, internal sales meetings and calls, and other key events
- Develop training modules and collateral to assist with educating GSAM sales personnel on new investment products or thematic product positioning initiatives
- Research and analyze market trends, competitor offerings and other inputs relevant to the positioning of existing offerings and development of new capabilities
- Leverage strong command of various systems and analytical tools (e.g., Morningstar, Bloomberg, FactSet, Lipper, Zephyr, Strategic Insight Simfund) to develop insightful reports and analyses to assist with the sales and client retention
- Interest in, and understanding of, advanced concepts in investing, economics, and finance
14
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Develop acumen for capital markets, economics, and portfolio construction theory
- Assist senior portfolio strategists with preparations for client meetings, periodic sales meetings, and other key events
- Assist in developing training modules and collateral to assist with educating GSAM sales personnel on new investment products or thematic product positioning initiatives
- Interest in and understanding of basic tenets of investing, economics, and finance
15
Third Party Distribution Account Manager Resume Examples & Samples
- Proactively build and maintain relationships with RIA and Bank Trust prospects
- Effectively communicate Brown Advisory’s culture, competitive advantages, investment philosophy, process and the performance of specific investment strategies
- Develop knowledge of prospects’ investment approach, manager selection process, consultant relationships, and preferred communication level
- Solicit feedback and market intelligence to assist with understanding market perceptions about Brown Advisory’s strategies, competitive positioning, and product development
- Build and maintain relationships with active and prospective clients to prioritize, identify, and originate new business
- Initiate a cohesive sales process including cold calls, campaigns, proposals, and meetings involving scheduling and handling deadlines
- Collaborate with the entire Third Party Distribution Sales Team to achieve individual and team goals
- Collaborate with Investment and Marketing teams to enhance sales and strategy messaging
- Coordinate sales efforts amongst all internal groups such as RFPs, Administration, Operations and Compliance
- Forecast sales and drive continued improvement of the sales strategy through market trends and strategy development
- Maintain prospect and client pipeline activity in firm-wide contact management software
16
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Work directly with distribution partners in the field across sales teams, funds management groups and home office sales management teams
- Deliver sales presentations, seminars, and meetings with financial advisors, specialists, and centers of influence
- Contribute to the team on a regular basis to help foster an environment of teamwork and collaboration
- Manage budget to maximize time and resources
- Bachelor’s degree and at least 5 years financial services sales experience preferred
- Experience raising assets for ETFs preferred
- Excellent knowledge of and passion for ETF product line
- Strong verbal and written communication skills
- Ability to work in a fast-paced and dynamic environment with strong sales skills
- Ability to present one-on-one and in large group settings
- Proven track record of raising assets in the ETF space
- Strong sense of accountability and dedication to continuous improvement
17
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Provides administrative support in a complex team environment to a senior group or executive
- Coordinates complex, senior-level internal/ external meetings and conference calls
- Handles a high volume of phones calls and interacts with high level business leaders in a professional and effective manner
- Supports internal and external managers or clients
- Organizes and ships literature to clients
- Responds and follows up on client requests
- Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
- Coordinates a high volume of domestic and international travel arrangements and processes expense reports
- Prepares and distributes divisional correspondence, memos, letters, reports or other documents as requested
- Maintains understanding of firm policies and handles certain issues independently
- Manages monthly invoices and arranges for payment
- Onboards new hires, processes new employees, transfers, termination, etc
- Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
- Orders supplies and keeps inventory well-stocked
- Requires excellent interpersonal and communication skills
- High attention to detail
- Ability to maintain high standards despite pressing deadlines
- Ability to solve problems quickly and efficiently
- Strong knowledge of general business, corporate and government cultures
- Ability to handle highly sensitive, confidential and non-routine information
- Self-starter with excellent anticipation skills; problem solving; follow up
- Demonstrated dependability and sense of urgency about getting results
- Demonstrates high degree of integrity and confidentiality
- Comfortable working with people at all organizational levels
- Comfortable working in a sometimes hectic, high pressure environment
- Ability to display a consistent, professional degree of communication
- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
- Must be able to prioritize a variety of time-sensitive tasks
- Must have excellent judgment; independent thinker and resourceful
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook
- Team player with a positive attitude
- Highest degree of integrity, professionalism, diplomacy and discretion required
- Prefer 3+ years of experience
18
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Provide analytical and strategic support to senior management for the development and execution of their business plans
- Assist senior management in creating reports and models for analyzing sales and production via multiple facets, including product, client type and salesperson
- Identify and implement improvements to operational aspects (e.g., sales reporting and management workflow) within Third Party Distribution
- Track ongoing businesses in a real-time environment
- Collaborate with salespeople and managers on data mining/analysis requests
- Review, maintain, and enrich investor level trade and balance data
- Partake in ad-hoc projects as situations arise
- Exposure to other areas of IMD (including sales, marketing and product management) and firmwide areas (including Finance, HCM and Legal)
- Interest in building a career in investment management
- Solid financial acumen
- Excellent interpersonal skills
- Strong proficiency in Excel and PowerPoint
- Overall PC aptitude, ability to learn new systems
- Comfortable collecting, analyzing and interpreting large databases or datasets
- Attention to detail and high sensitivity to confidential information
- Ability to work in a fast-paced dynamic environment
- Strong organization and time management skills
- Ability to lead and drive forward initiatives
19
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Manage a territory in a thoughtful and productive way to serve clients and maximize commercial impact
- Establish, maintain and grow relationships with retirement-focused advisors and retirement wholesalers to drive GSAM mutual fund gross and net sales
- Consult and partner with other GSAM wholesalers who focus on insurance, bank and broker-dealer recordkeeping platforms to support and increase their retirement sales efforts
- Act in a retirement specialist role when necessary to capitalize on existing advisor relationships in wirehouse and independent channels
- Develop complete understanding of the GSAM value proposition which includes market insights, portfolio construction, and lasting investment solutions
- Deliver the appropriate value added retirement resources to intermediary clients and prospects
- Minimum of 5 years of financial services sales experience with a proven track record in the DCIO market
- Deep knowledge of broker-sold (or intermediary-driven) retirement market including trading platforms, bundled providers and regulatory issues
- Strong communication and presentation skills
- Excellent work ethic and interpersonal skills
- Strong organizational skills with an ability to manage a large territory
- Series 7 and 63 licenses
- CFA and other retirement designations a plus
20
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Vice President Level
- 7+ years of Asset Management experience
- Effective sales and sales management experience preferred but not required
- Sales creativity and demonstrated ability to motivate and develop others
- Weekly travel 2-3 days on average
- Ability to build excellent working relationships with Centers of Influence at distribution partner firms
- Strong organizational skills and effective judgment
- Strong presentation and client facing skills
- Compliance and risk oriented
- Bachelor’s Degree required. MBA, CFA, CFP or CIMA designation preferred
- NASD Series 7, 63 and 24 Registrations
21
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Provide administrative support in a complex team environment to a team of relationship managers and their management
- Coordinate a high volume of domestic travel arrangements and processes expense reports
- On-board new hires, processes new employees, transfers, termination, etc
- Coordinate complex, senior-level internal/ external meetings and conference calls
- Organizes and ships literature to clients, and responds and follows up on client requests
22
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Handle a high volume of phones calls and interacts with high level business leaders in a professional and effective manner
- Organize and ship literature to clients and responds and follows up on client requests
- Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics
- Prepare and distribute divisional correspondence, memos, letters, reports or other documents as requested
- Maintain understanding of firm policies and handles certain issues independently
- Manage monthly invoices and arranges for payment
- Order supplies and keeps inventory well-stocked
23
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Assist external sales team with preparation and follow up on client & prospect meetings
- Fluency in Dutch, French & English is essential (written and oral proficiency)
- Sales support experience from within the Financial service industry beneficial (ideally Asset Management)
24
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Develop connectivity within the Firm to source and deliver differentiated insurance-based alternative investments, equity and fixed income products to clients
- Establish, maintain and grow relationships with leading insurance-based advisors / consultants across both the HNW and corporate markets
- Develop complete understanding of the GSAM value proposition which includes market insights, effective portfolios & practices, and lasting investment solutions
- Demonstrated history of commercial prowess and success
- Excellent interpersonal skills and a desire to work in a team-oriented environment
- Ability to take initiative and be proactive
- Excellent written and verbal communication skills
- Proven track record of raising assets within a complex sales environment
- Minimum 5 years work experience, 7 – 10 years preferred
- IMD experience a plus
25
Third Party Distribution Dcio Regional Director Resume Examples & Samples
- Proactively establish, maintain and grow relationships with retirement-focused advisors, consultants, platform gatekeepers and retirement wholesalers to drive Brown Advisory mutual fund gross and net sales
- Act in a retirement specialist role when necessary to capitalize on existing advisor relationships in wirehouse and independent channels
- Consult and partner with Consultant Relations, Direct Sales, and Relationship Management teams to support and increase their retirement sales efforts. Collaborate with these teams to achieve individual and team goals
- Develop complete understanding of the Brown Advisory value proposition which includes a culture of collaboration and integrity, a fundamental, long-term approach to investing and portfolio construction, and an unwavering devotion to our clients’ best interests
- Effectively communicate Brown Advisory’s culture, competitive advantages, investment philosophy and process, and the performance of specific investment strategies
- Develop knowledge of prospects’ investment approaches, manager selection processes, consultant relationships and preferred communication level
- Solicit feedback and market intelligence to assist with understanding market perceptions about Brown Advisory’s strategies, competitive positioning and product development
- Initiate a cohesive sales process including cold calls, campaigns, proposals and meetings involving scheduling and handling deadlines
- Collaborate with Investment and Marketing teams to enhance sales and strategy messaging
- Coordinate sales efforts amongst all internal groups such as RFPs, Administration, Operations and Compliance
- Deliver the appropriate value-added retirement resources to intermediary clients and prospects
- Keep senior management appraised of opportunities, relationship status and market trends
- Forecast sales and drive continued improvement of sales strategy though market trends and strategy development
- Maintain consultant, prospect and client pipeline activity in firm-wide contact management software
26
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- External sales role calling on focused list of broker dealer firms in the Midwest Territory (Central Illinois, Indiana, Western KY)
- Responsible for marketing Goldman Sachs Asset Management (GSAM) products including fixed income/equity mutual funds, separately managed accounts (SMAs), hedge funds, private equity funds and retirement plans to financial advisors and consultants
- Role requires the ability to position Goldman Sachs’ investment philosophy, process, product differentiation and competitive analyses in group presentations, public seminars and one-on-one presentations
- Salesperson should be based within the geographic confines of the territory
27
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Bachelor’s degree
- 5+ years of prior successful financial services sales experience preferred
- Previous sales experience and relationships with either RIAs or Independent B/D’s preferred
- Series 7 and 63 registrations required
- Weekly travel 3-4 days on average
- MBA, CFA, CFP or CIMA designation preferred
- Effective management of existing relationships
- Existing client base in region preferred
- Extensive prospecting and cross selling for additional opportunities with existing relationships
- Strong financial acumen
- Ability to understand and communicate complex economic views
28
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Collaborate with external sales (Regional Directors) to grow assets and market share in respective territories by executing on the GSAM value proposition
- Make proactive telephone sales presentations to top tier investment professionals highlighting GSAM products and value proposition
- Conduct extensive discovery with clients and prospects to understand their business, end-clients and investment process to uncover needs and position GSAM products and services to meet those needs
- Provide portfolio construction and practice management support to bank clients to help them strengthen their client relationships
- At least 2 years of financial services industry or sales experience
- Strong academic background
- Exceptional organization and time management skills
29
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Lead a group of 12-15 internal wholesalers to successfully build long term relationships with third party financial advisors and increase asset flows of GSAM investment products
- Participate in the development of and lead the execution of sales campaigns and strategic initiatives to increase GSAM penetration and sales production
- Provide ongoing professional development of internal sales team members through coaching, business planning support and training related to GSAM's sales process
- Manage, improve and monitor the daily operations and activities of the internal sales team
- Facilitate communication to promote teamwork within and between internal marketing, operations and service departments
- Generate creative ideas and unique services that help internal wholesalers strengthen client relationships
- Act as a liaison to national sales management, national accounts, marketing and product management to communicate market trends, competitive information and client needs
- Work closely with the National Director of Internal Sales to develop and successfully execute firm initiatives
- Minimum 4-5 years of relevant sales or management experience
- Successful completion of Series 24 required within three months of start date
- Supervisory skills
- Financial industry experience
30
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Proven superior writing skills targeting retail investors and financial intermediaries
- 3 years+ experience in the asset management industry and/or financial journalism
- Experience covering and a strong understanding of the global liquidity space (e.g., money market funds and other cash-management solutions)
- Demonstrated interest in global markets, portfolio construction and the business of financial advice
- Instinct for finding insights which resonate with investors, ability to exercise sound news judgment
- Collaborative mindset; strong initiative combined with good interpersonal skills and ability to work successfully with others to accomplish an objective
- Attention to detail and accuracy
- Ability to synthesize information from multiple sources and to develop a clear, compelling story
- Ability to work well under deadlines
- Mutual fund product knowledge and marketing experience
- Demonstrated experience under deadline pressure in a collaborative environment
- Passion for and expert-level knowledge of global liquidity management and money market reform
- Experience with/knowledge of FINRA rules and Compliance requirements of asset-management communications
31
Third Party Distribution Resume Examples & Samples
- Provides administrative support in a complex team environment
- Coordinates complex, senior-level internal/ external meetings and conference calls
- Handles a high volume of phones calls and interacts with high level business leaders in a professional and effective manner
- Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
- Coordinates a high volume of domestic and international travel arrangements and processes expense reports
- Prepares and distributes divisional correspondence, memos, letters, reports or other documents as requested
- Maintains understanding of firm policies and handles certain issues independently
- Responsible for participation in general administrative duties (copying, scanning, archiving), ad-hoc projects, committees and or group events
- Requires excellent interpersonal and communication skills
- High attention to detail
- Ability to maintain high standards despite pressing deadlines
- Ability to solve problems quickly and efficiently
- Strong knowledge of general business, corporate and government cultures
- Ability to handle highly sensitive, confidential and non-routine information
- Self-starter with excellent anticipation skills; problem solving; follow up
- Demonstrated dependability and sense of urgency about getting results
- Demonstrates high degree of integrity and confidentiality
- Strong organizational skills
- Comfortable working with people at all organizational levels
- Comfortable working in a sometimes hectic, high pressure environment
- Ability to display a consistent, professional degree of communication
- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
- Must be able to prioritize a variety of time-sensitive tasks
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook
- Team player with a positive attitude
- Highest degree of integrity, professionalism, diplomacy and discretion required
- Prefer 3+ years of experience
32
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Work collaboratively and independently with external salespeople in building the Liquidity Management business in respective territories by delivering on the GSAM value proposition
- Execute consistent follow up with clients to advance the sales process and deepen relationships
- Demonstrate organized, efficient and effective territory management and phone skills on a daily basis
- Develop and build prospecting initiatives/tools to broaden calling efforts of external sales force
- Coordinate with Client Service Team and Operations to help facilitate sales/new wins
- Arrange and moderate portfolio management meetings/calls with clients and prospects
- Liaise with Legal, Compliance, and Product Management on approval and circulation of marketing materials
- Work closely with Strategic Lead Management (SLM) to capitalize on GS & Co. relationships and GS lead offerings
- Act as part of a global team to actively identify opportunities for the broader business while driving results in assigned territories
- Degree and strong academic background required
- Ability to multi-task and work independently
- FCA registered
- Language skills a plus
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IMD, Gsam, Europe Third Party Distribution Resume Examples & Samples
- 5+ years of financial sales experience required
- Understanding of money market and fixed income markets essential
- Experience selling Asset Management products preferable
- Strong presentation, organizational and communication skills
- Motivated self-starter with strong work ethic
- Drive to maintain high level of activity within territory
- Ability to coordinate firmwide relationships
- Travel required
- FCA registered
- Language skills a plus
34
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Work closely with Third Party and the Institutional sales team to deliver outstanding client service to our investor base. In doing so the individual will need to understand the clients’ investment direction, providing advice and solutions to clients leveraging GSAM’s global resources and capabilities
- Undertake client onboarding and ongoing client servicing
- Prepare and distribute reporting for Third Party SMAs and Separate Accounts
- Work independently on client proposals and manage special projects as designated by the team or senior management
- Develop content for internal and external meetings/presentations
- Strong academic credentials (Bachelor’s degree at the minimum)
- Strong leadership qualities and the ability to work in a team-based environment
- Strong interpersonal and communication (written and verbal) skills and ability to interact with global stakeholders and team members effectively
- Highly self-motivated team player with a strong analytical mindset and resilient temperament
35
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Assist team with selling points to promote our funds in Spanish
- Demonstrate organized and effective phone and written skills in Spanish and English on a consistent basis
- Fluency in written and spoken Spanish required
- Experience writing Economic documents in Spanish desirable
- University degree with preference for an Economics/Business degree
36
IMD, Gsam, Global Third Party Distribution Resume Examples & Samples
- Provides administrative support in a complex team environment
- Coordinates a high volume of domestic and international travel arrangements and processes expense reports
- Coordinates complex, senior-level internal/ external meetings and conference calls
- Handles a high volume of phones calls and interacts with high level business leaders in a professional and effective manner
- Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
- Prepares and distributes divisional correspondence, memos, letters, reports or other documents as requested
- Maintains understanding of firm policies and handles certain issues independently
- Responsible for participation in general administrative duties (copying, scanning, archiving), ad-hoc projects, committees and or group events
- Requires excellent interpersonal and communication skills
- High attention to detail
- Ability to maintain high standards despite pressing deadlines
- Ability to solve problems quickly and efficiently
- Strong knowledge of general business, corporate and government cultures
- Ability to handle highly sensitive, confidential and non-routine information
- Self-starter with excellent anticipation skills; problem solving; follow up
- Demonstrated dependability and sense of urgency about getting results
- Demonstrates high degree of integrity and confidentiality
- Strong organizational skills
- Comfortable working with people at all organizational levels
- Comfortable working in a sometimes hectic, high pressure environment
- Ability to display a consistent, professional degree of communication
- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
- Must be able to prioritize a variety of time-sensitive tasks
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook
- Team player with a positive attitude
- Highest degree of integrity, professionalism, diplomacy and discretion required
- Prefer 3+ years of experience
37
Third Party Distribution Resume Examples & Samples
- Partner with external sales team to create and strengthen sales activity
- Assist external sales team with scheduling, preparation and follow up on client and prospect meetings
- Partner with external sales team to respond to day to day client queries on GSAM products and services
- Organize territory in a manner that allows efficient work and timely follow up for clients
- Engage in sales call campaigns through proactive contact and relationship building with clients and increasing their knowledge and awareness of GSAM products
- University degree or equivalent
- Preference of a minimum of 6 months sales support experience from within the financial service industry (ideally Asset Management)
- Good understanding of investment funds
- Strong organisational and project management skills
- Strong analytical skills and attention to detail
- Excellent interpersonal skills, team player
- Excellent communication and presentation skills
- Fluency in German and English
- Advanced Microsoft Office skills
38
Third Party Distribution Management Team-administrative Assistant Resume Examples & Samples
- Provides administrative support in a complex team environment
- Coordinates complex, senior-level internal conference calls
- Strong knowledge of general business, corporate and government cultures
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook
39
Third Party Distribution Resume Examples & Samples
- 3-6 years-experience
- Knowledge of insurance investment vehicles preferred but not required
- Strong analytical and relationship-building skills
- Attention to detail with a sense of urgency a must
- Excellent written and verbal communication
- Ability to prioritize work and multi-task with minimal direction
- Ability to take initiative and be proactive
40
Third Party Distribution Resume Examples & Samples
- Act as GSAM secondary point of contact for overall firm relationship and distribution strategy
- Apply best practices from Focus Firm clients to develop strategy around “emerging clients” inclusive of organizational overview, key personnel to prospect, business opportunity review, sales initiatives/planning and goal setting. In addition, work with Director of Platform Development to uncover opportunities within research and product management
- Lead all sales efforts relating to client’s internal desk. All new product launches, training and development as needed. Develop detailed coverage plan and regular visits and opportunities for connection
- Manage the follow up initiatives post conference call/meeting, inclusive of goal setting; reporting and tracking progress along the way
- Manage and respond to GS and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence lift analysis, etc.), manages internal client relationship management system
- Execute appropriate follow-up plans with the client opportunities established
- Manage the marketing review and submission process across all firms. Liaise with internal and external clients ensuring the appropriate materials are prioritized, submitted and approved by client firms
- Responsible for focus firm communication with product sales desks, technical analysts and internal GS sales desk, operations group, etc
- Lead efforts with GS internal sales desk to deepen their knowledge of focus firm opportunities, best ideas based upon firm specific investment themes, provide training on platform/programs
- Bachelors degree and strong academic background required
- 5 years + financial services and sales experience
- Series 7 and 63 registration
- Strong interest in sales and the financial markets required
- Excellent verbal communication
- Ability to multitask
- Ability to work in a fast paced environment that is extremely dynamic
- Strong time management skills
- Keen attention to detail
- Willingness to learn new businesses and take on new tasks
- Strong Excel and PowerPoint skills
41
IMD, Gsam, Third Party Distribution Resume Examples & Samples
- Excellent work ethic and attention to detail required
- Strong interpersonal skills and ability to work effectively with others required
- Strong problem solving and analytical skills required
- Strong Microsoft Office and Database Management skills required
- Willing to obtain Series 7 & Series 63
42
Third Party Distribution Resume Examples & Samples
- Work alongside the Key Accounts relationship management team to address day-to-day needs of our clients and business
- Create and deliver ongoing (and adhoc) reporting deliverables in a timely fashion
- Manage/coordinate preparation for client meetings including attendance of appropriate GSAM personnel and production/delivery of materials
- Manage/coordinate responses to clients’ requests for information and periodic communications
- Develop complete understanding of the GSAM value proposition which includes market insights, effective portfolios & practices and lasting investment solutions
- Develop strong knowledge of the insurance and retirement distribution
- 18 months - 2 years-experience
- Knowledge of investment vehicles preferred
43
Director, Third Party Distribution Operations Resume Examples & Samples
- Financial Responsibility
- Delivery/Transportation
- Self-Development
- 7 -10 years’ experience in the areas of Third Party Management in Distribution Operations, Warehouse Operations Materials Operations, Inventory Control
- Proficiency in estimating and managing expense budgets
- Skills should include leadership, planning, financial analysis, negotiations and excellent interpersonal skills
- Strong capability with not only managing Third-Party relationships but acting as a strong partner and influencer
44
Third Party Distribution Sales Resume Examples & Samples
- Strong experience and commitment for wholesale activities of mutual funds towards Japanese distributors
- 3 - 5 years or more experience in Asset Management
- Native level Japanese speaking, reading, and writing skills
- Strong PC and analytical skills
45
Third Party Distribution Inforce Annuity Service Associate Resume Examples & Samples
- Within regulatory guidelines, process routine financial and non financial activity on client accounts with both expediency and accuracy, while working towards proficiency to handle more complex items
- This includes analyzing paperwork via a good order check and processing a wide range of service requests such as annuitization quotes, surrenders and beneficiary changes
- Provide back up support to the Call Center as needed
- Advise clients, agents and their representatives on contract provisions and related laws, regulatory requirements, and company procedures
- Respond to general written and oral inquiries concerning account provisions and requests
- Initiate wire transfers and manual checks
- Associates, or Bachelor’s degree preferred, or equivalent years of related experience
- Minimum of 1 year of Annuity experience and call center experience required
- Strong knowledge of Variable, Fixed and Income Annuities and their regulations
- PC literacy and the ability to work in a team environment with flexible parameters
- Good organizational skills and the ability to multi task
